Strategy Formulation
“How do we gain access to more customers and clients?"
It’s the key question constantly faced by all advice firms and financial product providers. The answer, of course, is by balancing the use of traditional methodologies with innovative sales and distribution strategies.
Intama can help by either designing a strategy blueprint from the ground up, or by providing critical analysis of your existing strategies. Due to our comprehensive understanding of intermediary requirements and commercial realities, we can also ascertain the viability and market potential of start-up ventures in their formative stages.
We also specialise in accessing and establishing strategic partnerships with non-traditional distribution channels such as emerging online platforms and hubs.
Strategy Execution
There’s no point having a great strategy if the resources needed to implement it are lacking.
That’s where Intama can also help.
Drawing on our extensive experience as managers, influencers and collaborators, we actually assume a leading role within your corporate team for the duration of any implementation process to ensure the achievement of your target objectives.
We harness the expertise of your people, facilitate the relationships essential for success, and help overcome any obstacles and miscommunication issues that could normally derail project schedules.
Third Party Distribution
By employing our extensive intermediary connections and networks, Intama also has the capacity to operate as a sales outsource provider.
Assuming a sales lead advisory role or even operating in conjunction with your existing sales team, we can help you access key selling opportunities and lead the strategic conversations that will ultimately achieve new sales for your business.
With highly experienced market representation the key to revenue growth, this third party distribution option can be ideal for boutique fund managers, smaller financial product providers, or foreign-based organisations who lack the business development resources to oversee their entire Australian sales strategy implementation.